Blue Collar Wealth
Presented by Stone House®
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157. How to Talk to Your Adult Kids About Money, Retirement, and Estate Plans
Retirement planning doesn’t just affect one person — it affects the entire family. In this episode of Blue Collar Wealth, Stone House advisors Todd Monahan, Aidan Brown, and Zach Polovitch discuss how retirement and estate planning conversations naturally expand into family conversations with adult children. They share practical guidance for reducing uncertainty, setting expectations, and approaching these discussions in a way that builds clarity rather than tension.
What We Cover in This Episode:
Why retirement planning conversations often turn into family conversations
Why discussing money with adult children can feel uncomfortable
Common fears parents have about oversharing financial information
How clarity around plans can reduce family stress and anxiety
Why estate planning conversations should start earlier than most people expect
How uncertainty — not the plan itself — often causes the most stress
The role of long-term care planning in family financial discussions
What adult children often misunderstand about their parents’ planning intentions
Why estate planning should be an ongoing conversation, not a one-time event
How advisors can help families navigate sensitive financial discussions
Who This Episode Is For:
- People approaching retirement who want to ensure their financial plans support their family
- Parents who want to talk with their adult children about money without creating stress
- Families thinking about estate planning, beneficiaries, and long-term care decisions
If this conversation raises questions about your own retirement plan, consider scheduling a one-on-one planning conversation with a Stone House advisor.
Request an appointment with an advisor: https://stonehouseinv.com
Disclosure:
Stone House Investment Management, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training. Informational only; not investment, tax, or legal advice. All investments involve risk, including possible loss. Any references to financial planning concepts are general in nature and may not be appropriate for all individuals. Scheduling a meeting or attending a seminar does not create an advisory relationship.
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